What is an organization?
An organization is the entity that owns the surveys. It brings together:- the users who have access to it;
- the surveys it owns;
- shared items such as color schemes and report templates.
Structuring an organization: parent and child
An organization can be structured as a parent organization and child organizations (one per department, for instance), to keep surveys separate: each child organization only has access to its own surveys.Every organization — parent as well as child — must have its own contract (and therefore its own credits) to be able to create surveys.
Contract and credits
Only an organization with a current contract can create surveys. It is that contract that opens up the credits needed.Grant access to the organization
To give a colleague access to the organization, add their e-mail address. They then get access to the organization and, by default, to all of its surveys, color schemes and templates. Someone whose account does not exist yet appears with a triangle icon: adding their address automatically sends them an e-mail invitation to create their account.Share a single survey
You can also grant access to a single survey — typically to a client — without opening up the whole organization. This is done in the Collaboration tab of the survey summary.1
Open the Collaboration tab
In the survey summary, open the Collaboration tab.
2
Add the e-mail address
Enter the e-mail address of the person to invite.
3
Set the rights
Set the two access axes (see below).
The access levels
Rights on a survey are set along two independent axes:
With read-only on the results, the person can view, filter and export, but cannot change your subtotals or your crosstabs. With full access, they have all the modification and editing rights.
Custom subdomain and logo
A custom subdomain lets your team and your respondents reach poll&roll from a URL that carries your brand (https://your-name.pollandroll.com), rather than the default URL — with your own logo displayed instead of poll&roll’s (navigation bar, invitations, etc.).
This feature is not available in self-service. Get in touch with your Discurv contact to set it up. Once configured, the subdomain and logo appear read-only in the organization’s Customization tab.